01
Your business
02
The problem today
03
Integration investment
04
Your ROI
Company context
Used to calculate the working capital improvement from better forecast accuracy
Include salary, benefits, and overhead. Typical range $40-$90 for finance and operations roles
Quantifying the cost of the problem today
Include data entry, reconciliation, error investigation, and manual reporting across both systems. IBM benchmark: 40-80 hrs/month for a mid-market business
Wrong invoices, pricing mismatches, duplicate records, incorrect board reporting
Deals lost to inaccurate pricing, delayed quotes, poor customer data visibility
How far off is your forecast vs actuals each quarter? Industry average for unintegrated businesses: 12-18%
Total spend on AI tools (Copilot, forecasting, analytics). Leave at zero if none
Integration investment - People, Systems, Processes
👥 People
⚙ Systems
↻ Processes
People costs - internal time and change management
Days your team will spend on project management, stakeholder coordination and oversight
Fully-loaded daily cost for internal resource time allocated to this project
External consultancy for change management, end-user training, and communications. Can be zero if managed internally
Systems costs - platform and implementation
Rapidi's no-code platform significantly reduces implementation cost vs custom-built integrations. Typical range: $8,000-$20,000
Annual subscription including ongoing support, updates, and version compatibility management
Rapidi's subscription model includes dedicated, named support at every stage - not a ticket queue. This is included in the annual license and should be a key differentiator when comparing integration partners.
Processes costs - redesign and ongoing governance
Cost to map current-state processes, design future-state workflows, and document data governance rules
Monthly cost for your Data Quality Lead role and exception management. Can be absorbed into an existing role
Per the playbook: process redesign is where ROI is generated. Do not treat this as optional. Businesses that skip process redesign and simply connect systems rarely see the returns modelled here.